LGT Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Buy |
6,545
+550
| +9% | +$78.8K | 2.38% | 12 |
|
|
2025
Q1 | $1M | Sell |
5,995
-1,939
| -24% | -$324K | 3.06% | 7 |
|
|
2024
Q4 | $1.15M | Buy |
7,934
+1,983
| +33% | +$287K | 2.54% | 5 |
|
|
2024
Q3 | $876K | Sell |
5,951
-191
| -3% | -$28.1K | 2.16% | 8 |
|
|
2024
Q2 | $961K | Sell |
6,142
-6,693
| -52% | -$1.05M | 2.03% | 7 |
|
|
2024
Q1 | $2.02M | Buy |
12,835
+39
| +0.3% | +$6.15K | 2.35% | 6 |
|
|
2023
Q4 | $1.91M | Sell |
12,796
-441
| -3% | -$65.8K | 2.33% | 8 |
|
|
2023
Q3 | $2.23M | Sell |
13,237
-6,664
| -33% | -$1.12M | 2.84% | 4 |
|
|
2023
Q2 | $3.13M | Buy |
19,901
+4,219
| +27% | +$664K | 3.33% | 4 |
|
|
2023
Q1 | $2.56M | Buy |
15,682
+2,511
| +19% | +$410K | 4.76% | 4 |
|
|
2022
Q4 | $2.36M | Buy |
+13,171
| New | +$2.36M | 2.78% | 10 |
|